Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renate? Claim Your ProfileRenate Mccaffrey Nebel Bernard has been in the financial services industry since October 1998. Renate is currently registered with Cetera Investment Advisers LLC and previously worked at VESTAX SECURITIES CORPORATION, SIGNATOR INVESTORS, INC., and MML INVESTORS SERVICES, INC.. Renate holds Series 6, 7, 24, 26, 51, 63, and 66 securities licenses and is currently registered in 20 states. Renate provides financial planning, portfolio management for individuals and businesses, and pension consulting services to clients. Renate also offers educational seminars and helps clients select other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
03/21/2024 - Present
Cetera Investment Advisers LLC (TROY MI)
OH
06/08/2001 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
12/09/1998 - 06/11/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/29/1998 - 12/03/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 5/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/6/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/8/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2005
Series 7 - General Securities Representative Examination
BC
Issued 9/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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